BWMX vs. QQQI
BWMX (Betterware de Mexico, S.A.B. de C.V.) is a stock, while QQQI (NEOS Nasdaq-100 High Income ETF) is Nasdaq-100 fund actively managed by Neos. Over the past year, BWMX returned 40.49% vs 17.94% for QQQI. Their 0.19 correlation means their historical movements had little consistent relationship.
Performance
BWMX vs. QQQI - Performance Comparison
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Returns By Period
In the year-to-date period, BWMX achieves a 24.21% return, which is significantly higher than QQQI's 6.90% return.
BWMX
- 1D
- -3.24%
- 1M
- -5.34%
- 6M
- -1.73%
- YTD
- 24.21%
- 1Y
- 40.49%
- 3Y*
- 16.57%
- 5Y*
- -9.27%
- 10Y*
- —
- ALL TIME*
- 21.90%
QQQI
- 1D
- 0.68%
- 1M
- -3.08%
- 6M
- 5.69%
- YTD
- 6.90%
- 1Y
- 17.94%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 18.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.95M | $1.49M | $1.32M | |
| $341.25M | $334.46M | $358.36M |
BWMX vs. QQQI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BWMX Betterware de Mexico, S.A.B. de C.V. | 24.21% | 40.14% | -10.59% |
QQQI NEOS Nasdaq-100 High Income ETF | 6.90% | 18.62% | 19.44% |
Correlation
The correlation between BWMX and QQQI is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2024 | 0.19 |
The correlation between BWMX and QQQI shifts across timeframes, from 0.19 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BWMX vs. QQQI — Risk / Return Rank
BWMX
QQQI
BWMX vs. QQQI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Betterware de Mexico, S.A.B. de C.V. (BWMX) and NEOS Nasdaq-100 High Income ETF (QQQI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BWMX | QQQI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.72 | 1.67 | +1.05 |
| Martin ratioReturn relative to average drawdown | 6.11 | 6.03 | +0.08 |
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Drawdowns
BWMX vs. QQQI - Drawdown Comparison
The maximum BWMX drawdown since its inception was -85.67%, which is greater than QQQI's maximum drawdown of -20.00%. Use the drawdown chart below to compare losses from any high point for BWMX and QQQI.
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Drawdown Indicators
| BWMX | QQQI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.67% | -20.00% | -65.67% |
Max Drawdown (1Y)Largest decline over 1 year | -14.76% | -9.61% | -5.15% |
Max Drawdown (3Y)Largest decline over 3 years | -57.50% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -84.57% | — | — |
Current DrawdownCurrent decline from peak | -47.77% | -5.92% | -41.85% |
Average DrawdownAverage peak-to-trough decline | -51.23% | -2.27% | -48.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.56% | 2.67% | +3.89% |
Volatility
BWMX vs. QQQI - Volatility Comparison
Betterware de Mexico, S.A.B. de C.V. (BWMX) has a higher volatility of 8.94% compared to NEOS Nasdaq-100 High Income ETF (QQQI) at 6.53%. This indicates that BWMX's price experiences larger fluctuations and is considered to be riskier than QQQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWMX | QQQI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 6.53% | +2.41% |
Volatility (6M)Calculated over the trailing 6-month period | 24.07% | 13.66% | +10.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.60% | 16.35% | +20.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.35% | 17.75% | +38.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 66.87% | 17.75% | +49.12% |
Dividends
BWMX vs. QQQI - Dividend Comparison
BWMX's dividend yield for the trailing twelve months is around 7.01%, less than QQQI's 14.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BWMX Betterware de Mexico, S.A.B. de C.V. | 7.01% | 8.24% | 13.05% | 7.03% | 19.37% | 8.10% | 2.77% |
QQQI NEOS Nasdaq-100 High Income ETF | 14.38% | 13.82% | 12.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BWMX and QQQI have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWMX has higher volatility (8.94%) compared to QQQI (6.53%). In terms of maximum drawdown, BWMX dropped -85.67% vs QQQI's -20.00%.
BWMX currently has the higher Sharpe Ratio (1.10 vs 0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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